Vice President and Associate Broker

• Jan 2023 - Present

Commercial Realtor

• Sep 2015 - Present

Our Mission is to provide a superior commercial real estate experience to the people we serve by having a highly skilled and trained team of professionals who live and work under a strict code of integrity and honesty.

Associate Broker

• Mar 2019 - Present

Vice President - Business Development

• Sep 2014 - Jun 2015

Asset Advisors is a private investment management firm committed to providing unbiased financial advice to affluent individuals and their families. Grounded in integrity, our advisors respond to client needs through active listening, through research and years of experience. Asset Advisors is a private investment management firm committed to providing unbiased financial advice to affluent individuals and their families. Grounded in integrity, our advisors respond to client needs through active listening, through research and years of experience.

Vice President

• Dec 2006 - Aug 2014

Wealth Relationship Manager Serve as point of contact for high net worth clients. Provide cash management, credit facilities, investment management, asset management, financial planning, insurance planning, estate planning and trust services to high net worth clients through various channels inside and outside the Bank. Member of Trust and Investment Management Investment Committee Member of Trust Account Review Committee Business Development Officer for Wealth Management Group Wealth Relationship Manager Serve as point of contact for high net worth clients. Provide cash management, credit facilities, investment management, asset management, financial planning, insurance planning, estate planning and trust services to high net worth clients through various channels inside and outside the Bank. Member of Trust and Investment Management Investment Committee Member of Trust Account Review Committee Business Development Officer for Wealth Management Group

Vice President

• Jan 1994 - Jan 2006

Private Wealth Management Completed Retail Bank Training Program 1994 Completed Personal Trust Training Program 1998 Secretary SunTrust Bank, Atlanta Trust Committee 1999 Member of three person team who worked with SunTrust Senior Management and partners from King & Spalding organized to edit/update the SunTrust Will Book. Hired and managed new associates working in Trust Administration. Managed $500,000,000 personal trust book of business. Private Wealth Management Completed Retail Bank Training Program 1994 Completed Personal Trust Training Program 1998 Secretary SunTrust Bank, Atlanta Trust Committee 1999 Member of three person team who worked with SunTrust Senior Management and partners from King & Spalding organized to edit/update the SunTrust Will Book. Hired and managed new associates working in Trust Administration. Managed $500,000,000 personal trust book of business.